Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.566 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 47849.08 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46454.11 Kr¶
PnL: ---------------------------------------> -434.46 Kr¶
DD now: ---------------------------------> -1.606 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-25 09:45:14.826587'
Anic Portfolio¶
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | 0.630000 | 2807.000000 | 171.000000 | 6.490000 | 2636.000010 |
| Beijer Electronics Group | 26 | 0.670000 | 3114.800000 | 143.800000 | 4.840000 | 2971.000006 |
| FM Mattsson Mora Group B | 50 | -1.610000 | 3050.000000 | 123.000000 | 4.200000 | 2927.000000 |
| SAAB B | 8 | 1.240000 | 3449.600000 | 72.600000 | 2.150000 | 3377.000000 |
| Corem Property Group B | 59 | -0.090000 | 621.860000 | 44.860000 | 7.770000 | 576.999999 |
| AcadeMedia | 12 | -1.190000 | 600.000000 | 43.000000 | 7.720000 | 557.000004 |
| Boozt | 12 | -0.140000 | 1694.400000 | 40.400000 | 2.440000 | 1653.999996 |
| MedCap | 2 | 0.880000 | 460.000000 | 39.000000 | 9.260000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.490000 | 392.800000 | 37.800000 | 10.650000 | 355.000000 |
| Resurs Holding | 22 | -0.180000 | 608.300000 | 34.300000 | 5.980000 | 573.999998 |
| Nordea Bank Abp | 29 | 0.840000 | 3483.480000 | 29.480000 | 0.850000 | 3453.999992 |
| HMS Networks | 2 | -1.520000 | 700.000000 | 27.000000 | 4.010000 | 673.000000 |
| Securitas B | 6 | -0.020000 | 588.480000 | 18.480000 | 3.240000 | 570.000000 |
| Swedbank A | 3 | -0.030000 | 580.950000 | 16.950000 | 3.010000 | 564.000000 |
| Intrum | 4 | -0.880000 | 540.600000 | 13.600000 | 2.580000 | 527.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 575.400000 | 13.400000 | 2.380000 | 562.000005 |
| Eastnine | 4 | -0.470000 | 504.000000 | 13.000000 | 2.650000 | 491.000000 |
| OEM International B | 7 | 0.130000 | 539.700000 | 11.700000 | 2.220000 | 527.999997 |
| Coor Service Management Hold. | 8 | 0.000000 | 542.000000 | 10.000000 | 1.880000 | 532.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.290000 | 251.040000 | 5.040000 | 2.050000 | 246.000000 |
| Karnov Group | 9 | -0.330000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Handelsbanken A | 5 | 0.090000 | 548.250000 | 2.250000 | 0.410000 | 546.000000 |
| Norva24 Group | 16 | -3.790000 | 544.960000 | 1.960000 | 0.360000 | 543.000000 |
| Creaspac SPAC | 6 | 0.000000 | 575.400000 | -1.600000 | -0.280000 | 577.000002 |
| Essity B | 2 | 0.140000 | 561.400000 | -12.600000 | -2.200000 | 574.000000 |
| Midsona B | 63 | -1.210000 | 567.000000 | -16.000000 | -2.740000 | 582.999984 |
| CTEK | 13 | -0.750000 | 513.500000 | -20.500000 | -3.840000 | 533.999999 |
| Essity A | 4 | -0.710000 | 1122.000000 | -27.000000 | -2.350000 | 1149.000000 |
| International Petroleum Corp. | 5 | -0.990000 | 552.500000 | -42.070000 | -7.080000 | 594.565215 |
| Vivesto | 1368 | 2.250000 | 559.510000 | -53.490000 | -8.730000 | 612.999432 |
| Sampo Oyj SDB | 7 | -0.460000 | 3790.500000 | -59.500000 | -1.550000 | 3850.000000 |
| Axfood | 13 | 0.870000 | 3614.000000 | -142.000000 | -3.780000 | 3756.000001 |
| Fasadgruppen Group | 35 | 1.570000 | 3633.000000 | -178.000000 | -4.670000 | 3810.999990 |
| OX2 | 18 | -0.680000 | 1438.200000 | -225.800000 | -13.570000 | 1663.999992 |
| Ovzon | 52 | -1.270000 | 2828.800000 | -533.200000 | -15.860000 | 3361.999992 |
| TOTAL | 46494.330000 | -394.240000 | -1.52291% | 46888.564618 |
Updated:¶
'2023-01-25 09:44:45.021860'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
